Our Firm

 

Insight Financial
Who We Are

Insight Financial is an independent financial consulting firm, and independent financial services company. This means we service the programs we recommend. We formed Insight Financial in 2007 to provide unbiased financial advice. Today we manage over 70 million dollars in assets.

We first meet face to face in your home, or place of business. We gather information as well as discuss your goals and objectives on our first visit. We see what you already have in place, and then return after thorough analysis to start forming your personal plan.

Our success stems from our years of experience and independence to bring the resources of 1,000s of funds, investment managers, and insurance solutions to you, our client.

This gives you a one of a kind custom plan that is not driven by one company's ideas. We become an advocate for your plans, and not a seller of any one company's products.

If you have any questions about our firm or the range of financial products and services we provide call us at 1-800-331-8833, or email me at atroisi@ae.cadaretgrant.com

Al Troisi, President     

 

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Al Troisi
Your Goals, Our Expertise

Al Troisi is a founding partner and the President of Insight Financial. Prior to forming Insight Financial in 2007, Al worked at First Investors Corporation for 24 years as a Financial Advisor, Broker, and Branch Manager. Al formed Insight Financial to provide unbiased financial advice to clients in the Finger Lakes region of New York and Pennsylvania. His primary focus is working directly with his clientele, meeting them directly in their homes or place of business. Al is like the old fashioned doctor: he makes house calls.

Al focuses on retirement planning, college planning, life insurance planning, as well as Medicare supplement consulting and long-term care consulting. Al will listen to you, provide a second opinion, and secure your future using diversification, asset management, and a proper plan, as well as providing regular reviews.  »  Click here for more information.

 

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Leslie Troisi
Your Goals, Our Expertise

Leslie Troisi is a founding partner and Vice President of Insight Financial. Prior to joining Insight Financial in 2008, she worked at First Investors Corporation for 23 years as a Registered Representative, Broker and Life Agent. Leslie's primary focus is working directly with her clientele: focusing on retirement, income and life insurance planning. 

Leslie moved to Keuka Park, NY, in 2007 and still travels to PA and the Southern Tier to work with clients, as well as developing new clients in the Finger Lakes region. Leslie enjoys spending time with family; drawing and sewing are favorite pastimes. Leslie also enjoys boating and traveling with her husband Al.  »  Click here for more information.

 

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Christopher B. Vaughan
Broker/Dealer, Cadaret Grant

Your life situations are constantly changing. Whether you plan to upsize, downsize, grow your wealth, derive an income or even start to transfer some of your wealth; I can help maximize the efficient use of your Wealth to accomplish your personal objectives.

My profession is to help people make retirement an option and a continued reality, whatever that definition of retirement means to YOU!

I maintain a limited client base and want to deal with people who are receptive to working with a Wealth Management Professional because they like a personal relationship. They are grateful to find someone who is trustworthy, competent and knowledgeable to help them with their financial choices. My process involves methods to achieve your highest level of success through the implementation of sound, personal, goal-oriented strategies.  »  Click here for more information.

 

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Joe Gontarz
Providing Sound Financial Guidance

Joe has been providing sound financial guidance to his clients for over 15 years. He has been there to help his clients plan for their most important goals and their most unexpected life events.  Joe has been with Insight Financial as an independent financial advisor since 2006.

Prior to Insight Financial, he was a Premier Relationship Manager at HSBC Bank.  He started his career with First Investors in 1999. Joe enjoys fishing, woodworking, gardening and quality family time.

 

We Listen To You

We want to know what's important to you. We want to hear your financial objectives, and goals. Tell us what you have done so far, so that we can provide advice that leaves no stone unturned and all concerns addressed.

Tell us what you want to accomplish right now. Tell us how you envision your future. With our experience we will draw from our vast resources of products and recommend a financial plan, and investment portfolio that addresses your unique situation.

Even if you are already working with someone, it never hurts to get a second opinion. We will provide an un-biased review.

 

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Secure Your Future

Life is uncertain. By creating investment portfolios that can tame the markets turmoil, and financial plans that can weather life's storms, you will be on a firmer foundation through life's journey.

Reach Your Goals As Well As Protect

• Your Family
• Your Income
• Your Future
• Your Dreams
• Your Portfolio
• Your Legacy

Let us travel with you on your financial journey. We will help mitigate the pitfalls of going it alone. We will recommend a program that can provide assets when you cannot and income when you need it most. We will help protect and fund your dreams for years to come.

 

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Contact Insight Financial

Toll Free: 800-331-8833
Phone: 315-536-6074
Fax: 315-536-7057
Email: atroisi@ae.cadaretgrant.com